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VanEck IG Floating Rate ETF
FLTR

161 hedge funds and large institutions have $791M invested in VanEck IG Floating Rate ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

30% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 50

11% more capital invested

Capital invested by funds: $712M → $791M (+$78.7M)

5% more funds holding

Funds holding: 153 → 161 (+8)

1.96% more ownership

Funds ownership: 65.34% → 67.3% (+2%)

5% less funds holding in top 10

Funds holding in top 10: 20 → 19 (-1)

Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
2.56%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.3%
New
27
Increased
65
Reduced
50
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWS
Insight Wealth Strategies
California
+$19.6M
2
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
+$12.8M
3
SL
Systelligence LLC
Minnesota
+$12.4M
4
SMM
Stadion Money Management
Georgia
+$10.1M
5
OPAM
Ocean Park Asset Management
California
+$9.9M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$11M
2
VanEck Associates
VanEck Associates
New York
-$7.45M
3
Wells Fargo
Wells Fargo
California
-$5.18M
4
MFS
Madrona Financial Services
Washington
-$4.61M
5
FTUS
Flow Traders U.S.
New York
-$4.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
101
Avantax Advisory Services
Texas
$490K -$499K -19,798 -51%
WI
102
WBI Investments
New Jersey
$486K -$241K -9,565 -33%
OC
103
Oppenheimer & Co
New York
$444K -$18.1K -719 -4%
JWS
104
Juncture Wealth Strategies
Arizona
$428K -$48.2K -1,910 -10%
AM
105
AGF Management
Ontario, Canada
$421K – – –
CCWA
106
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$397K -$179K -7,087 -31%
BCG
107
Breakwater Capital Group
New Jersey
$393K +$38.3K +1,520 +11%
WWM
108
Western Wealth Management
Colorado
$374K +$21.8K +863 +6%
PIA
109
Perennial Investment Advisors
California
$374K +$373K +14,780 New
CWM
110
Collaborative Wealth Management
Florida
$370K -$26.7K -1,059 -7%
HCA
111
Heck Capital Advisors
Wisconsin
$328K -$25 -1 -0%
SIM
112
Seaview Investment Managers
Florida
$328K +$327K +12,958 New
WJA
113
Willis Johnson & Associates
Texas
$326K +$1.77K +70 +0.5%
TAM
114
Tucker Asset Management
Colorado
$319K – – –
RIL
115
Rothschild Investment LLC
Illinois
$315K +$10.1K +400 +3%
PAG
116
Private Advisor Group
New Jersey
$309K -$107K -4,260 -26%
HWM
117
Howard Wealth Management
Connecticut
$307K -$883 -35 -0.3%
RPCA
118
Running Point Capital Advisors
California
$300K +$8.88K +352 +3%
IFWM
119
Institute for Wealth Management
Colorado
$291K -$30.3K -1,200 -9%
TNA
120
True North Advisors
Texas
$291K – – –
JP Morgan Chase
121
JP Morgan Chase
New York
$281K +$280K +11,106 New
CAN
122
Cetera Advisor Networks
California
$261K -$32.4K -1,286 -11%
BMCM
123
Bryn Mawr Capital Management
Pennsylvania
$255K +$254K +10,087 New
WTC
124
WhitTier Trust Company
Nevada
$253K – – –
OWA
125
Octavia Wealth Advisors
Ohio
$252K – – –
3 4
5
6 7

FLTR Hedge Fund Activity: Q3 2023 in Review

161 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck IG Floating Rate ETF (FLTR) for Q3 2023, worth a combined $791M — up 11% from $712M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FLTR positions and 18 closed out — a net gain of 9 holders — while 65 added to existing stakes and 50 trimmed.

The largest buyer was Insight Wealth Strategies, opening a new position worth an estimated $19.6M. The largest seller was Jane Street, cutting an estimated $11M.

  • 161 institutional investors held VanEck IG Floating Rate ETF (FLTR) as of Q3 2023, up from 153 in Q2 2023.
  • Funds reported $791M of VanEck IG Floating Rate ETF stock for Q3 2023, up 11% quarter-over-quarter.
  • 27 funds opened new VanEck IG Floating Rate ETF positions in Q3 2023 and 18 closed out, a net change of +9 holders.
  • The largest VanEck IG Floating Rate ETF buyer in Q3 2023 was Insight Wealth Strategies, an estimated $19.6M added.
  • The largest VanEck IG Floating Rate ETF seller in Q3 2023 was Jane Street, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2023.